Power BI Connector for Outreach

Build 24.0.9062

Rulesets

A reusable set of behaviors to be applied to sequences.

Select

The 本製品 will use the Outreach API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the 本製品.

  • Id supports the '=,IN,>=,<=,>,<' operators.
  • AutoResumeOotoProspects supports the '=,IN' operators.
  • CreatedAt supports the '=,>=,<=,>,<' operators.
  • EmailOptOutAction supports the '=' operator.
  • Name supports the '=,IN' operators.
  • PermitDuplicateProspects supports the '=,IN' operators.
  • SequenceExclusivity supports the '=,IN' operators.
  • UpdatedAt supports the '=,>=,<=,>,<' operators.
For example, the following query is processed server side:
SELECT * FROM Rulesets WHERE Id = 1

SELECT * FROM Rulesets WHERE Id IN (1, 2)

SELECT * FROM Rulesets WHERE Id >= 1

SELECT * FROM Rulesets WHERE Id <= 1

SELECT * FROM Rulesets WHERE Id > 1

SELECT * FROM Rulesets WHERE Id < 2

SELECT * FROM Rulesets WHERE CreatedAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt >= '2022-01-25 01:02:02.0 ' AND createdAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt >= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt = '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt < '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE CreatedAt > '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE UpdatedAt <= '2022-02-25 01:02:02.0'

SELECT * FROM Rulesets WHERE AutoResumeOotoProspects = 'false'

SELECT * FROM Rulesets WHERE PermitDuplicateProspects = 'disallow'

SELECT * FROM Rulesets WHERE SequenceExclusivity = 'none'

Columns

Name Type Description
Id [KEY] Integer Id of ruleset.
ApplyCompletedStageIn Integer The amount of time in seconds after the sequence has completed before the completedStage will be applied to the Prospect.
AutoResumeOotoProspects Boolean A boolean value indicating whether or not out-of-the-office Prospects will be automatically resumed.
AutoResumeOotoProspectsExpiresIn Integer The maximum amount of time in seconds to wait before opted-out Prospect will be resumed.
AutoResumeOotoProspectsIn Integer The default amount of time in seconds to wait before opted-out Prospects will be resumed.
CallOptOutAction String Determines if prospect can be added to sequences if they are opted out of calling.
ClicksNeededBeforeCallTaskCreated Integer The number of email clicks needed before a call task will be automatically created. This feature will be disabled unless a value is set.
CreatedAt Datetime The date and time the ruleset was created.
EmailOptOutAction String Determines if prospect can be added to sequences if they are opted out of emails.
IncludeUnsubscribeLinks Boolean A boolean value specifying whether or not to include unsubscribe links within emails.
MeetingBookedAction String Determines if a prospect is marked as finished when a meeting is booked.
MinimumProspectTouchedInterval Integer The minimum number of seconds that must elapse between when a Prospect was last contacted and when they may be added to a sequence.
Name String The name of the ruleset.
OotoAutoExtractionEnabled Boolean A boolean value determining whether to use out of the office return date auto extraction.
OpensNeededBeforeCallTaskCreated Integer The number of email opens needed before a call task will be automatically created.
PermitDuplicateProspects String A value determining whether a Prospect may be added to this Sequence multiple times or not.

使用できる値は次のとおりです。allow, disallow, only_if_inactive

デフォルト値はdisallowです。

SequenceExclusivity String A value determining whether Prospects may be added to multiple different Sequences.

使用できる値は次のとおりです。all_sequences, exclusive_sequences, none

デフォルト値はnoneです。

SmsOptOutAction String Determines if prospect can be added to sequences if they are opted out of SMS.
SmsReceivedAction String Determines if a prospect is marked as finished when a text message is received.
StepOverridesEnabled Boolean A boolean value determining whether to allow users to customize step templates when adding to sequence.
OwnerId Integer Owner Id.
SequenceStatesLinks String Sequence states links.
UpdatedAt Datetime The date and time the ruleset was last updated.
LinksSelf String Link self.
Type String Type.

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Build 24.0.9062